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   Technology StocksCyan Inc., Software Defined Networking and Network Function

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To: FUBHO who wrote (29)2/18/2015 6:21:27 PM
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Bid $4.25, Ask $4.40 afterhours with no trades actually occurring...

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From: FUBHO2/18/2015 7:50:50 PM
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Cyan Claims Carrier Wins, Revenue Jumps
One month after increasing its fourth quarter revenue outlook on growing service provider demand, Cyan hit the new mark, reporting $30.5 million in revenue for the quarter, as well as two carrier wins for its Blue Planet SDN/NFV software. (See Cyan Posts Q4 Revenue Jump.)

Regarding the carrier deals, Cyan CEO Mark Floyd said on the vendor's earnings call Wednesday afternoon that Cyan earned "two RFP wins for NFV orchestration, one of them from a Tier 1 carrier." He said deployment on these opportunities would begin by the end of the first half of 2015.

Difficulty converting much-ballyhooed software trials into revenue has been a source of frustration for the company in recent months, and late last year, Cyan had to seek additional funding to support ongoing operations. The company eventually gained $46.6 million from a senior notes sale. (See Cyan to Net $46.6M in Notes Sale and Cyan Seeks Funding in SDN Squeeze.)

Even with the RFP wins, the vendor faces ongoing challenges: Its full year revenue dropped to $100.5 million from about $116.6 million in 2013, and its net loss also grew on a quarterly and yearly basis. Cyan officials said on the call that they are continuing to pursue cost reduction measure across the organization.

Cyan last month adjusted its revenue forecast for Q4 to between $30 million and $31 million, up from the earlier estimated range of $24 million to $26 million. Much of the increase came from expanded business opportunities for Cyan at Windstream Communications, the independent telco that traditionally has been the vendor's largest customer. Windstream accounted for $15.8 million of Cyan's total revenue for the fourth quarter (See Cyan Ups Q4 Outlook, Promises SDN Wins.)

Overreliance on its Windstream relationship has been considered a weakness at times. However, the two Blue Planet wins, including the emerging opportunity with the unnamed Tier 1 carrier, could help the company start to better diversify its revenue sources, according to Floyd.

Cyan also sought to broaden its horizons recently with the launch of a dedicated product for data center interconnection deployments. (See Cyan Targets DCI With 34 Terabit Platform.)

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From: FUBHO2/19/2015 12:04:57 AM
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Cyan, Inc. (CYNI) After Hours Trading


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*Delayed - data as of 02/18/2015 19:00

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From: FUBHO2/19/2015 7:28:25 AM
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Moving on to our progress with our Blue Planet SDN and NFV software platform, on our last call we reported that we tracking 15 Blue Planet active evaluations and that we expected to start seeing significant decisions in 2015. Today I'm very pleased to announce we have been awarded two RFP wins for NFV orchestration. One of these wins is with a tier one carrier. To our knowledge, these are the first NFV orchestration RFPs by carriers to be awarded to-date.

In both cases, Blue Planet was chosen over offerings from much larger competitors. Blue Planet was selected for its ability to orchestrate virtual network functions and services from end to end. In addition, Blue Planet’s ability to orchestrate virtual functions from multiple vendors meets a key customer requirement, and has proven to be a significant competitive advantage.

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To: FUBHO who wrote (33)2/19/2015 7:33:33 AM
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Yes, there were only two analysts on the call.

Based on this our current view is that our 2015 revenue will grow in the range of 35% to 45% over 2014.

...We expect our operating cash flow usage in the first quarter to be in the mid-single digit range.

...A lot of people have Vaporware right now. We go in, we go into the lab, we demonstrate that we have a real product that is deployable and commercializable. So that’s been a significant factor in our winning. The second piece is that we’ve demonstrated that we’re multi-vendor. Some of our competitors say that they are, but really are just a life support system for their own products. So those have been two significant factors in our wins.

...the announcement of our new N-Series which we think will have a revenue contribution late in this year

...we are modeling breakeven kind of second quarter of 2016.


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From: FUBHO2/19/2015 3:14:24 PM
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Sold most of my position this morning. They have five quarters until possible breakeven and their N-series/DCI product won't ship until the end of the year.

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From: FUBHO2/25/2015 8:44:25 PM
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Asked if the WaveLogic 3 Nano could be used to create a 1RU or 2RU offering similar to those Infinera and Cyan recently announced (see "Infinera ships Cloud Xpress platform" and "Cyan makes data center interconnect play with N-Series"), Adams said that Ciena has had considerable success with Internet content providers via its existing platforms, and that such operators would need a variety of platform types.

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From: FUBHO3/12/2015 11:25:04 AM
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CenturyLink to Offer NFV-Enhanced Services to Enterprise and SMB Customers with Cyan’s Blue Planet


Cyan ( CYNI) and CenturyLink, Inc. ( CTL) today announced that CenturyLink will leverage Cyan’s Blue Planet NFV Orchestrator to deliver NFV-enhanced services to enterprise and small and midsized business (SMB) customers.

Cyan, a leading provider of SDN, NFV, and packet-optical solutions for network operators, will provide CenturyLink orchestration for their Programmable Services Backbone (PSB). CenturyLink’s PSB will provide a platform that enables the delivery of next-generation virtualized services to its customers. This software-based functionality will allow CenturyLink to quickly scale services to address changing business demands while reducing the time to deploy new networking services in market.

Specifically, CenturyLink will use Cyan’s Blue Planet NFV Orchestrator to bridge multiple technologies to instantiate virtual network functions (VNF) from multiple vendors. Blue Planet will add these virtual network functions to CenturyLink’s network for quickly providing software-enabled services and ubiquitous service coverage to CenturyLink’s broad set of customers.

“CenturyLink has taken a leadership position in driving the changes required to build a more service- centric network that derives maximum value from network assets while addressing evolving customer requirements,” said Aamir Hussain, CTO, CenturyLink. “The Programmable Services Backbone delivers an open, software-enabled architecture based on Cyan’s NFV orchestration technology that will allow us to rapidly deploy new services to enterprise and SMB customers across our footprint.”

“CenturyLink is leading the network transformation movement that is so critical to the future of our industry,” said Mike Hatfield, president, Cyan. “We’re proud that Cyan’s Blue Planet is playing a critical role in how they deploy multi-vendor VNFs as services to end customers. Together, CenturyLink and Cyan are unifying the data center, virtual resources, WAN, and managed services to create a new way of doing business for network operators.”

Blue Planet supports multi-vendor NFV Orchestration capabilities. The software can instantiate and control virtual functions, coordinate with physical and virtual network resources, and interconnect virtual functions (e.g., vFirewall, vEncryption, vDPI, vRouter, vDNS, etc.) to achieve service chaining. The programmability of the Blue Planet NFV Orchestrator allows carriers like CenturyLink to onboard and define new services through a flexible template-based architecture. The open architecture of Blue Planet’s NFV Orchestrator enables rich, multi-vendor environments within the NFV Infrastructure (NFVI), including support for different cloud management software and physical servers.

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To: FUBHO who wrote (37)3/12/2015 11:27:22 AM
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CenturyLink Lands on Cyan's Blue Planet
Third-largest US carrier chooses Cyan's Blue Planet NFV Orchestrator for key role in delivering services over its converged network and cloud.

CenturyLink Chooses Cyan for NFV Orchestration
CenturyLink has chosen Cyan’s Blue Planet as the orchestrator for its NFV deployment, becoming the first Tier 1 network operator to make that choice.

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To: FUBHO who wrote (38)3/12/2015 11:28:04 AM
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Telefonica, Cyan, and Partners Take an Important Step Forward for NFV at MWC 2015

By: Recep Ozdag

In a recent blog I wrote about why OpenStack in and of itself is not a service orchestrator but a cloud management system (CMS) that abstracts out the complexity of a heterogeneous data center making it easier for administrators to run applications on fairly large scale compute resources. OpenStack and other CMSs such as VMware and CloudStack fall into the virtualized infrastructure manager (VIM) category of the ETSI Network Function Virtualization (NFV) framework. This framework is one of the methods for providing structure around a multi-component and multi-vendor approach to bringing modern day IT solutions to the carrier world.

However, OpenStack and other traditional CMSs lack Enhanced Platform Awareness (EPA), therefore, they can blindly deploy virtual machines and virtual network functions (VNFs) with regardless of the performance requirements or hardware capabilities of the server resulting in:

Inefficient use of compute resources

Not being able to achieve the carrier grade performance requirements

Carrier grade NFV, and the services that are deployed based on it, requires adherence to strict SLAs to ensure high-performance and availability. Why? Because NFV-enabled or enhanced services must provide better performance than the previous mode of operation to ensure adoption. The trick is that in order for VNFs to deliver on these carrier grade requirements they need to be properly deployed in the underlying infrastructure to leverage the latest hardware features such as hardware acceleration.

NFV Management and Orchestration (MANO) and the associated information models, describing both the infrastructure and VNF requirements, are key to achieving this goal effectively and in a cost efficient manner for the service provider. Together, in cooperation, the NFV orchestrator and the CMS work together to ensure high-performance, massively scalable NFV deployments.

To prove this use case, Telefonica, Cyan, and Red Hat worked on a concept called “Deterministic NFV”, which was announced back in May 2014. The goal: to develop an architecture that allows the deterministic placement of VNFs using an intelligent NFV orchestrator that can digest standard information models describing the underlying hardware infrastructure and VNF capabilities to deliver carrier grade services. The resulting Enhanced Platform Awareness capability allows Cyan’s Blue Planet NFV orchestration platform to intelligently deploy VNF workloads onto the underlying infrastructure, enabling the optimal performance and SLAs. This also unleashes the favourable total cost of ownership that NFV promises due to this more efficient use of the underlying infrastructure.

These infrastructure capabilities include features such as open source software libraries like DPDK (Data Plane Development Kit), VMDq, SR-IOV, PCIe pass through, NUMA awareness, CPU pining and others that have enabled standard high volume servers to deal efficiently with edge functions such as BNG, PE router and EPC workloads. The key to achieving the carrier grade performance is to correctly model the key attributes required by the VNFs and exposing this information as the deployment decision criteria in the NFV delivery stack, i,e., the NFV Orchestrator and the VIM. The availability of such NFV-ready orchestration components together with appropriate standardized descriptors, such as TOSCA, will be key to enable large-scale, high-performance NFV deployments.

This year, at Mobile World Congress 2015, Cyan, Telefonica, Intel, Brocade, and Red Hat have collaborated to show a complete ETSI-NFV end-to-end service deployment solution stack at Mobile World Congress 2015 that includes this intelligent placement. The figure below illustrates how all the components come together using the ETSI NFV framework.

As illustrated in the figure above, in this collaboration;

Cyan has provided the multi-vendor Blue Planet NFV OrchestratorIntel has provided COTS servers, NICs as well as the latest DPDKBrocade has provided an OpenFlow switch and the Vyatta vRouterTelefónica has provided their VIM as well as their TIDGEN traffic generatorRed Hat has provided RHEL7.0 and the KVM hypervisorThe demonstration provides two separate deployment environments for comparing an NFV-optimized and an un-optimized cloud-based deployment:

An NFV-ready compute, networking and storage infrastructure, with a Telefónica developed NFV ready VIM implementing the requisite Enhanced Platform Awareness (EPA) and a Cyan NFV-Orchestrator supporting advanced VNF deployment using enhanced NFV information models.A standard cloud infrastructure - vanilla cloud computing, with the same Telefónica VIM connected to the same Cyan NFV-Orchestrator but in this case not using the enhanced information modelThe results show the phenomenal benefits achievable utilizing NFV optimized components, appropriate information models and an intelligent NFV orchestrator. The service deployed in this demo shows up to a 100x improvement in throughput for a typical routing scenario with respect to the same scenario in a typical cloud deployment. Join us at the Intel booth #3D30 at Mobile World Congress, March 2-5 for a demonstration of this ground breaking technology.

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